See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,934 | $76,312-58.2% | $67,221-52.5% | $158,922-79.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.10% | 22.77%-9.7pp | 20.72%-7.6pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,921 | $4,476-34.8% | $3,723-21.6% | $4,761-38.7% |
| Participant deferral / active EE | $722 | $5,264-86.3% | $4,384-83.5% | $5,982-87.9% |
| Admin fee / account holder | $4,175 | $8,005-47.9% | $5,844-28.6% | $11,246-62.9% |